Portfolio Relationship Manager - SBE-Small Business Enterprise-Sales
Kotak Securities Limited (company site, opens in a new tab)2–3 yrsPuneOn-siteDirect career pageEst. 4–8 LPA
Posted on 28 Sept
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Job description
Structured overview of role & requirements
About This Role
- Manage and service an existing portfolio of Small Business Enterprise clients with limits up to Rs. 100 lacs, including renewal, enhancement, and growth of business.
- Build and maintain strong relationships with promoters to ensure portfolio hygiene, timely limit renewals, delinquency minimization, and cross-selling of banking products.
- Coordinate with internal departments to resolve client issues efficiently and generate leads for acquiring new customers through existing relationship management.
Minimum Requirements
- Preferably MBA or CA degree.
- 2-3 years of experience in local market with background in Credit and Sales.
- Strong oral and written communication skills.
- Experience handling sales of products such as Overdraft (OD), Cash Credit (CC), Bank Guarantee (BG), and Bill Loans (BL).
Ideal Candidate Profile
- Experienced portfolio manager familiar with credit and sales in small business banking segment.
- Proficient in managing client relationships with focus on portfolio growth, risk mitigation, and product penetration.
- Capable of coordinating across functions to ensure client satisfaction and business target achievement.